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101 results found

  1. Currently in the Spectrum Portal, the grant ["History"] chart is only able to be filtered by one characteristic. It would be nice to have multiple grant ["History"] charts for each characteristic that can be clicked through like a carousel.

    Steps to dup:
    1. Log into Spectrum as CFNC Spectrum Admin
    2. Fundholder > Grant ["History"]
    3. Chart is only able to be filtered on one characteristic

    2 votes

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  2. When reviewing the Contribution ["History"] page in the Spectrum Web Portal, that page is loading incredibly slowly (takes multiple minutes to populate). I'm just getting the spinning "loading" icon in the meantime. It's making it difficult to perform my review of these accounts. Is there any way to get this page to respond faster?

    **Known issue for Funds Admin role. The problem is generating the fund list - not necessarily the grid data for a particular fund.

    User is requesting better handling of the gift ["History"] page for Fund Admin role.

    2 votes

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  3. When a reviewer logs in to score scholarship applicants, on the Review tab, the scorer sees the instructions for all the scholarship committees and not just the scholarship committee they are assigned. Is there a way/setting that will allow me to hide the other instructions and only show the instructions for the committee which the reviewer has been assigned?

    2 votes

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  4. When we set the address for a new registrant in SWP to be Required - we want all address fields to be required. Currently the zip is not marked as required, and can be skipped. This field need to be marked required when the the address is is configured to be required.

    2 votes

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  5. Nonprofits being about to see award ["History"] for competitive grants and DAF grants that they receive. Is this something we could add to the product roadmap?

    From the organization/applicant perspective: can a nonprofit login into their Spectrum account and see all of their grants ["History"] (competitive and noncompetitive (DAF))? There is an interest in having all grant types for an organization visible in Spectrum. Is there a way to pull DAF grant details, or other grant types that were not competitive, into Spectrum?

    0 votes

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    1 comment  ·  Admin →
  6. Some of our applications require applicants to upload media samples of their work—this can be images, written samples, audio, or video recordings. Unfortunately, Spectrum does not have a media player for audio/video samples. I have a workaround for this now, but it would be awesome if that functionality could be added in the future.

    1 vote

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  7. A way for fundholders to chat with other fundholders at the foundation. They can talk about where they gave to recently and why a cause was important to them. It’s like a networking forum.

    1 vote

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  8. New Fund Requests have fields for adding advisors. Existing fundholders need a way to request that fund relationships be added or removed.

    1 vote

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  9. The gift ["History"] Tile in Spectrum NXT is not able to be filtered by gift type. There is a setting to change the gift types a donor can filter on, but it does not remove the gift types from the actual git ["History"] grid. Jacquie is trying to remove pledges and recurring gifts from the gift ["History"] tile for her donors so donations amounts are not double counted.

    1) Site Admin > Page Settings
    2) Role = Fundholder, Page = Gift ["History"]
    3) Gift Type filter options > Edit
    4) Delete Pledge and Recurring gift types
    5) Pledge and Recurring…

    1 vote

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  10. For Org Admin, in the Alerts Alerts Tile on Home page, we want to be able to view all final reports from the organization that are due from the Home Page.

    1 vote

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  11. Vendors may not know the fund from which a foundation is going to pay the expense, so we need a configuration setting to make this field optional.

    1 vote

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  12. Currently the Purpose field is a long textbox, and foundations want to provide vendors with a predefined list of Purposes to choose from.

    1 vote

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  13. We are launching an annual campaign fund for community impact and wondered if SWP has the capability to do the following:
    -Similar to the Grant request/recommendation feature where you could submit a recurring grant to an outside agency, is there a way for us to include a recurring option for interfund transfers to another charitable fund housed at our Foundation?
    -Is there a way for DAF advisors to indicate that they'd like X% of their spendable balance/fund balance to be transfered to an internal fund as described above?

    1 vote

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    In Review  ·  0 comments  ·  Admin →
  14. Currently email templates utilize the ability to show 3 custom fields in the template. The only way to set the custom field to a "custom" value is via a DB view VSPEmail_XXX.

    1 vote

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  15. Idea details and description.

    1 vote

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  16. Grant ["History"] page > click ellipsis. They want to remove “Open Recipient” as an option. Also, relabel “Create Recommendation” to “Repeat Grant”. And Relabel "Next Tab" and "Previous Tab" buttons to "Next" and "Back" on the grant/transfer recommendation form.

    0 votes

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    0 comments  ·  Admin →
  17. I love how I can customize our portal. This is just an aesthetic preference, but it would be cool if I could customize how the Questions for Review appear. (Again, this is just an aesthetic preference as the functionality of this area works well.)

    • It would be nice if I could change the header “Questions For Review” to say “Criteria” or something like that.
    • If I could also change “Question” to “Criteria.”
    0 votes

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    0 comments  ·  Admin →
  18. Core feature is we need to be able to customize the text in SWP for CRM search

    0 votes

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    0 comments  ·  Admin →
  19. Can you add Comment to the fields available in Grant ["History"] in Spectrum?

    When a check is voided in FE for a grant and reissue; a check to the same Grantee, they prefer not to void the grant. But rather issue a Comment in the grant noting the reissue. However, on the Spectrum Portal, I don’t see a field in the Grant ["History"] for Comments.

    NOTE: Payment preference is unknown at this time.

    0 votes

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    0 comments  ·  Admin →
  20. A foundation may have multiple Fund Relationship Types for tracking advisors/requestors in GE, but some of these users shouldn’t get any fund access in SWP.

    0 votes

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    0 comments  ·  Admin →
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